In this interview, Markus Allenspach, Head Fixed Income Research, discusses with Amanda Kayne why European equities are more earnings-driven compared to US stocks, whether the downgrade of several Canadian banks bears a contagion risk for the world economy and how investors should deal with the weakness of industrial metals.

David Kohl, Chief Economist Germany and Head Currency Research, discusses with Amanda Kayne why politics takes a back-seat after the French presidential elections, what the credit tightening in China means for investors and why we upgraded Korea.

Heinz Rüttimann, Emerging Markets Strategist, discusses with Amanda Kayne the bottom-line of Trump's first 100 days, gives an outlook on what to materially expect from the US tax reform and the reasons why it's not yet time to take profit on European equities.

In this interview, Markus Allenspach, Head Fixed Income Research, tells Damien Ng why the results of the first round of the French presidential elections are a relief for financial markets, what we can expect from the ECB meeting this week and how the UK elections on 8 June can potentially impact markets.

Carsten Menke, Commodity Research Analyst, tells Amanda Kayne why the first round of the presidential elections have become more difficult to predict, how investors should position themselves in light of the referendum in Turkey and why industrial metals have recently shown some signs of weakness.

Norbert Rücker, Head Macro & Commodities, explains to Amanda Kayne why the optimistic soft data supports the hard data outlook on the US economy and the reasons for gold decoupling from the US dollar.

Christian Gattiker, Head Research and Investment Solutions, tells Amanda Kayne that Julius Baer always held a cautious view on reflation in the Eurozone. However, the drop in headline inflation to 1.5% was stronger than expected and seems to underpin the stickiness of low inflation in the Eurozone. As this year's party congress in China is a leadership transition event, the Chinese government will favour economic stability over reforms. As a result, cyclical sectors are at an advantage, with broad-based indicators such as the China leading index and OECD China leading indicator pointing to economic expansion, following several years of decline.

Markus Allenspach, Head Fixed Income Research, tells Amanda Kayne why there is nothing to worry about when it comes to the health of the US economy but why also it is time to buy European stocks over US ones.

Carsten Menke, Commodity Research Analyst, in dialogue with Amanda Kayne highlights the looming set back risks for commodities given the current bullish sentiment, discusses potential European Central Bank deposit rate hikes and touches upon the impact US tax reform will have on US corporations.

- The global cyclical backdrop is strong and inflation is back again.

- Elections in the Netherlands, France and Germany are more likely than not to produce an EU- and euro-friendly outcome.

- New political realities in the US are predominantly in favour of higher growth and higher inflation.

- China's economic policy leans powerfully against the wind of structural weaknesses.

- Policy divergence is the major reason for US dollar strength, despite fundamental overvaluation.